+191.3%
BP vs NDAQ
+2,628.3%
-2,437.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -6.9% | -0.1% | -6.8% | -6.9% |
| 30D | -3.6% | +15.9% | -19.4% | -7.1% |
| 3M | +8.4% | +15.1% | -6.7% | +4.5% |
| 6M | +5.3% | +22.9% | -17.5% | -0.5% |
| YTD | +33.2% | +12.8% | +20.3% | +27.7% |
| 1Y | +28.2% | +26.0% | +2.2% | +19.6% |
| 3Y | +49.2% | +119.7% | -70.5% | +20.3% |
| 5Y | +102.9% | +65.4% | +37.5% | +73.2% |
| 10Y | +127.7% | +469.3% | -341.6% | +43.3% |
| All | +191.3% | +2,628.3% | -2,437.0% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling